AIR FP

Airbus Group NV

Industrial/Transportation


Presented:07/08/2013
Price:€41.66
Cap:$37.30B
Current Price:€135.76
Cap:$119.68B

Presented

Date07/08/2013
Price€41.66
Market Cap$37.30B
Ent Value$37.30B
P/E Ratio23.56x
Book Value€10.90
Div Yield1.96%
Shares O/S827.01M
Ave Daily Vol3,050,000
Short IntN/A

Current

Price€135.76
Market Cap$119.68B
European Aeronautic Defence and Space Company EADS N.V. engages in the manufacture and sale of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites, defense systems, and defense electronics worldwide. Its Airbus Commercial segment develops, manufactures, markets, and sells commercial jet aircraft of approximately 100 seats; and offers aircraft conversion and related services. The company's Airbus Military segment offers military transport aircraft and special mission aircraft, as well as offers related services. Its Eurocopter segment develops, manufactures, markets, and sells civil and military helicopters, as well as provides helicopter related services. The company's Astrium segment provides satellites, orbital infrastructures, and launchers; and offers of space related services. Its Cassidian segment develops, manufactures, markets, and sells missiles systems, military combat aircraft, and training aircraft; and provides defense electronics and security market solutions, such as integrated systems for global border security and secure communications solutions, and logistics, as well as offers training, testing, engineering, and other related services. The company is also involved in developing, manufacturing, marketing, and selling regional turboprop aircraft and aircraft components. Its primary markets include Australia, Brazil, China, India, the Middle East, North America, Russia, and the United Kingdom. European Aeronautic Defence and Space Company EADS N.V. was founded in 2000 and is headquartered in Leiden, the Netherlands.

Highlights

The current aircraft replacement cycle is unlike anything the presenter - and, the industry - has seen. Backlogs for aircraft are up to eight years (normal average is five years), and demand for new, fuel efficient engines continues to drive growth. He believes investors can win playing this theme multiple ways, but prefers to be long Airbus Group for the following reasons:

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Idea Discussion

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